Proposed Municipal Advisor Pool 2020-2023.docx

DOCX document 12 KB Posted

Attached to
Renewal Notice - GOMB Municipal Advisor Pool
Solicitation number
25-507GOMB-MGMTB-B-44509
Issued by
Cook County, Illinois

About this file

This document outlines the selection of a qualified pool of municipal advisors to assist the Governor's Office of Management and Budget with the issuance of State debt, development of rating agency strategies, analysis of refunding structures, and other debt management initiatives for the 2020-2023 term. The selected firms include Acacia Financial Group, Inc., Columbia Capital Management LLC, PFM Financial Advisors, LLC, Public Resources Advisory Group (PRAG), Swap Financial Group, LLC, and Sycamore Advisors LLC. These firms were chosen after evaluating all proposals submitted, but are not guaranteed to be selected for any given transaction during the term.

The document does not provide details on pricing terms, set asides, incumbents, funding requirements or sources, or other salient information. It simply lists the selected firms that will comprise the qualified pool of municipal advisors for the 2020-2023 period.

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Other files

File Type Posted
Renewal - Municipal Advisor Pool FY23.pdf PDF
MA 2019 RFQ Responses to Questions v4.docx DOCX document
MA 2019 RFQ final.pdf PDF
MA 2019 RFQ Addendum 1 FINAL.docx DOCX document
MA 2019 RFQ final.docx DOCX document
Renewal - Municipal Advisor Pool to 2.28.25.pdf PDF

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Text version

Proposed Municipal Advisor Pool

Acacia Financial Group, Inc., WBE Firm 221 N. LaSalle, Suite 1500 Chicago, IL 60601

Columbia Capital Management LLC 150 N. Michigan Ave., Suite 2800 Chicago, IL 60601

PFM Financial Advisors, LLC 190 S. LaSalle, Suite 2000 Chicago, IL 60603

Public Resources Advisory Group (PRAG) 117 Gayley St., Suite 200 Media, PA 19063

Swap Financial Group, LLC 555 Madison Ave., 11th Floor, Suite D New York, NY 10022

Sycamore Advisors LLC, WBE Firm 612 E. 13th Street Indianapolis, IN 46202

After evaluating all proposals, the Governor's Office of Management and Budget has chosen the below Offerors to comprise the qualified pool of municipal advisors to assist in the issuance of State debt, develop rating agency strategies, analyze refunding structures, and other debt management initiatives. The listing below is in no particular order and qualifying firms are not guaranteed to be selected to assist in any given transaction during the term.

File details come from the government source that posted it. Updated .